Monthly Archives: August 31, 2016

The IRS recently released proposed regulations which effectively end valuation discounts that have been relied upon for over 20 years. If the IRS’s current timetable holds, these regulations may become final as early as January 1, 2017. Although that date isn’t set in stone, we expect that the regul...

As a firm we have extensive experience in advising both individuals and businesses on family and business succession planning, document drafting, and tax strategies.
We also specialize in supporting families of wealth to create a business planning environment that fosters stewardship opportunities for generations.